• Vice President of Product Management (Client OnBoarding & Workflow Automation)

    Job Locations
    US-CA-San Francisco
    Wealth Management
  • Overview







    First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.

    We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

    The Private Wealth Management (PWM) team is looking for a Vice President of Product Management (Client OnBoarding & Workflow Automation) who will be responsible for the platforms that support the client and account lifecycle including onboarding, account set up, maintenance, and other related business processes. This individual will be responsible for automating workflows and integrating disparate processes to create seamless experiences for clients and improve productivity of employees.

    This individual will partner with the PWM Technology Team, the Client Service Team, Operations and other stakeholders across the PWM business to assess existing processes and platforms and define and execute on a roadmap for achieving the desired future state. In addition, this individual will be responsible for soliciting/championing the “voice of the user” in planning and design and monitoring industry and regulatory changes that may impact these processes and platforms. This individual will work cross-functionally with PWM’s Technology Team, Client Service, Operations, and external vendors, and will need to be able to manage requests from various groups and prioritize work across multiple fronts. While strategic thinking and coordination are important elements of this role, this individual will be required to take a tactical, hands on role with requirements, design, testing, and roll out/adoption with users.












    • Define the short/medium/long term roadmap for PWM’s client and account lifecycle (onboarding through off boarding) and the supporting workflow automation platforms.
    • Champion this vision across business and technology teams and partner with them to execute against the roadmap including implementation of new platforms and enhancements to existing tools to meet evolving business needs.
    • Develop a deep understanding of the client and account lifecycle and underlying processes used by the front and back office. Identify opportunities for improving the client experience and employee productivity. Actively engage users in the front and back office to solicit and represent their needs in prioritizing enhancements.
    • Provide strong leadership in a matrix environment and work cross functionally to gain consensus on approach and successfully deliver large and complex projects.
    • As a product manager, create sound business requirements, act as liaison with cross functional teams and vendors, provide oversight of deliverables, conduct usability testing, and manage production certifications and deployments in partnership with the PWM technology team and vendors.
    • Optimize the services of our partnered vendors by effectively managing the relationships and their deliverables to meet our high standards.
    • Monitor competitive products and industry trends and evolve the product roadmap.
    • Keep abreast of regulatory, legal and industry best practices to ensure compliance and an appropriate level of risk in how the platforms are used and managed. Partner closely with Operations, Audit, Enterprise Risk Management, Information Systems, Information Security and Compliance/ Legal to develop and implement appropriate risk management activities.


    Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.







    Education/work experience:

    • Undergraduate degree required; MBA preferred
    • 12+ years of technology product management experience required in wealth management
    • Experience with business process management/workflow automation platforms (e.g, Appian, Pega) preferred


    Professional skill/ competency

    • Proficient with product development/design and product management of technology platforms/products, including vendor selection/management, implementation of complex wealth management tools, and roll out/change management activities to drive adoption.
    • Strong business orientation with broad experience and understanding of brokerage/wealth management processes.
    • Detail-oriented individual who has the ability to multi-task in a fast paced environment.
    • Hands-on, ‘roll up your sleeves’ experience.
    • Demonstrates excellent verbal and written communication skill; is able to speak articulately with and in language appropriate for business/front line users (e.g., Wealth Managers), executive management, back office operations employees and technology partners.
    • Negotiates skillfully in tough situations with internal and external groups; can be both direct and diplomatic.


    Leadership skill/ competency

    • A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization. Comfortable leading change and managing cross functional teams in a matrix environment.
    • Strong influence skills and can gain support for his/her vision with partners.
    • Generates trust and builds alliances across business and functional lines; Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration.
    • Consistently demonstrates and follows high standards of integrity in business decision-making.


    Mental/Physical Requirements:

    • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel as position requires.
    • May be required to lift 25-50lbs.

    Workplace Environment: General Office Environment (Administrative)





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